EW
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Element Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Element Wealth’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$719K Buy
4,550
+115
+3% +$18K 0.27% 92
2026
Q1 		$657K Buy
4,435
+218
+5% +$32.8K 0.27% 89
2025
Q4 		$605K Buy
4,217
+1,830
+77% +$260K 0.25% 92
2025
Q3 		$336K Buy
2,387
+563
+31% +$77.4K 0.15% 132
2025
Q2 		$243K Buy
1,824
+118
+7% +$14.9K 0.11% 155
2025
Q1 		$220K Buy
1,706
+109
+7% +$14.3K 0.12% 145
2024
Q4 		$204K Buy
1,597
+352
+28% +$45.9K 0.11% 148
2024
Q3 		$160K Sell
1,245
-319
-20% -$39.4K 0.08% 159
2024
Q2 		$186K Buy
1,564
+155
+11% +$18.4K 0.1% 141
2024
Q1 		$170K Buy
1,409
+216
+18% +$24.7K 0.1% 145
2023
Q4 		$133K Buy
1,193
+387
+48% +$40.7K 0.08% 146
2023
Q3 		$83.3K Hold
806
– – 0.06% 154
2023
Q2 		$85.5K Hold
806
– – 0.06% 154
2023
Q1 		$85K Sell
806
-258
-24% -$27.7K 0.06% 147
2022
Q4 		$115K Hold
1,064
– – 0.09% 128
2022
Q3 		$101K Buy
1,064
+1
+0.1% +$104 0.09% 122
2022
Q2 		$108K Buy
1,063
+36
+4% +$3.9K 0.11% 120
2022
Q1 		$115K Buy
1,027
+427
+71% +$47.6K 0.09% 132
2021
Q4 		$67K Hold
600
– – 0.05% 131
2021
Q3 		$62K Hold
600
– – 0.05% 126
2021
Q2 		$63K Hold
600
– – 0.05% 121
2021
Q1 		$61K Hold
600
– – 0.05% 121
2020
Q4 		$55K Buy
+600
New +$52.1K 0.05% 119

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Element Wealth's VYM Position: Q2 2026 in Review

Element Wealth increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.6% in Q2 2026, buying an estimated $18K and bringing the position to 4,550 shares worth $719K. The position accounts for 0.27% of the portfolio, ranked #92.

Element Wealth first reported a position in VYM in Q4 2020 and has held it in 23 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Element Wealth held 4,550 shares of Vanguard High Dividend Yield ETF worth $719K as of Q2 2026.
  • Element Wealth bought 115 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $18K.
  • Vanguard High Dividend Yield ETF made up 0.27% of Element Wealth's portfolio in Q2 2026, its #92 holding.
  • Element Wealth first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.